People have lost the family residence due to mistakes and lack of flexibility in the estate plan documents By James Ward James Ward There are a lot of estate plans floating around that simply won’t [...]
Transfers of vacation homes, rental properties, or commercial properties will not carry the existing Prop. 13 tax rate of the parents to the children unless action is taken now. By James Ward James Ward Most [...]
Medicare will cover up to 100 days of long-term care, but in most cases the nursing home will try to evict the resident after 20 to 30 days, and sometimes even earlier. By James Ward [...]
Have the facts so you can give better consideration to whether selling your home now is right for you By James Ward James Ward Many people in our area have a lot of equity built [...]
Sometimes it’s simply too late to create an estate plan depending on situation By James Ward James Ward Have you planned ahead? Do you know when you’ll have a stroke? Some people define a stroke [...]
An innocent word game served as a platform for a scammer to gain trust of a victim By James Ward James Ward Have you won? Did you get your millions? Did you pay the interest [...]
Is it fair for the wealthy son to receive the same as his struggling sister? By James Ward James Ward It’s an old estate planning adage: What’s fair is hardly ever equal, and what’s equal [...]
The cost of assisted living in our area ranges from $7,000 to $10,000 a month By James Ward James Ward About one-third of people age 65 will never need long-term care. The other two-thirds will [...]
If you have a trust, it’s critical you understand what it says and how it will work By James Ward James Ward I recently had a couple come to see me from New York. The [...]
Nearly three-quarters of all strokes occur in people older than 65 By James Ward James Ward Someone in the United States has a stroke every 40 seconds. Every four minutes, someone dies of stroke. Strokes [...]
